Sempra
SRE- Exchange
- NYSE
- Industry
- Gas & Other Services Combined
- SEC CIK
- 0001032208
No open-market purchases or sales by Sempra insiders were filed in the last 90 days; 1,288 institutions reported holding it in 13F filings for Q2 2026, worth $55.9B in total; Soros Fund Management is the only superinvestor holding it.
Other share classesSREA
13F holders, Q1 2026
Institutional positions in Sempra as of Mar 31, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 1,274
- +79 vs. Q4 2025
- Shares held
- 589.5M
- +72.8M (+14.1%) vs. Q4 2025
- Total value
- $57.3B
- +$11.7B (+25.6%) vs. Q4 2025
- New holders
- 167
- 503 more added
- Sold out
- 88
- 393 more reduced
18 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 2025: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting SRE on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 1,288 | $55.9B |
| Q1 2026 | 1,274 | $57.3B |
| Q4 2025 | 1,213 | $53.4B |
| Q3 2025 | 1,152 | $54.4B |
| Q2 2025 | 1,123 | $44.5B |
| Q1 2025 | 1,148 | $41.5B |
| Q4 2024 | 1,205 | $51.4B |
| Q3 2024 | 1,105 | $47.9B |
| Q2 2024 | 1,040 | $43.5B |
| Q1 2024 | 1,044 | $40.5B |
| Q4 2023 | 1,040 | $42.4B |
| Q3 2023 | 984 | $36.9B |
| Q2 2023 | 992 | $39.4B |
| Q1 2023 | 984 | $41.4B |
| Q4 2022 | 1,006 | $41.9B |
| Q3 2022 | 962 | $41.0B |
| Q2 2022 | 958 | $41.0B |
| Q1 2022 | 954 | $46.7B |
| Q4 2021 | 887 | $36.0B |
| Q3 2021 | 803 | $34.9B |
| Q2 2021 | 819 | $36.0B |
| Q1 2021 | 811 | $34.6B |
Institutions, Q1 2026
Shares, value and share of portfolio for each institution holding Sempra; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 4,965 | $482.4K | 0.01% | +886+21.7% | Added |
| First Foundation Advisors | 4,951 | $481.1K | 0.02% | +8+0.2% | Added |
| Lighthouse Financial Services Inc | 4,991 | $479.9K | 0.11% | −99−1.9% | Reduced |
| AIMZ Investment Advisors, LLC | 4,910 | $477.1K | 0.15% | 00.0% | Unchanged |
| Harbour Capital Advisors, LLC | 5,134 | $474.3K | 0.09% | −20.0% | Reduced |
| Weatherly Asset Management L. P. | 4,800 | $469.4K | 0.04% | +10.0% | Added |
| Plancorp, LLC | 4,749 | $469.3K | 0.01% | +83+1.8% | Added |
| AA Financial Advisors, LLC | 4,824 | $468.7K | 0.07% | +23+0.5% | Added |
| Spectrum Asset Management, Inc. (NB/CA) | 4,778 | $467.4K | 0.15% | +36+0.8% | Added |
| Ameritas Advisory Services, LLC | 4,809 | $467.3K | 0.02% | −1,233−20.4% | Reduced |
| Pinnacle Financial Partners, Inc. | 4,796 | $466.0K | 0.00% | −24−0.5% | Reduced |
| Wealth Alliance | 4,718 | $458.5K | 0.05% | −708−13.0% | Reduced |
| Capital Advisors Inc | 4,706 | $457.3K | 0.01% | +6+0.1% | Added |
| D.B. Root & Company, LLC | 4,661 | $452.9K | 0.11% | +27+0.6% | Added |
| Integrated Advisors Network LLC | 4,651 | $452.0K | 0.02% | −31−0.7% | Reduced |
| Associated Banc-Corp | 4,639 | $450.8K | 0.01% | 00.0% | Unchanged |
| Cerro Pacific Wealth Advisors LLC | 4,600 | $447.0K | 0.12% | −75−1.6% | Reduced |
| Summit Financial, LLC | 4,558 | $445.8K | 0.01% | +205+4.7% | Added |
| Confluence Wealth Services, Inc. | 4,568 | $443.9K | 0.02% | −170−3.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 4,541 | $443.7K | 0.02% | +31+0.7% | Added |
| AMG National Trust Bank | 4,534 | $440.6K | 0.01% | −95−2.1% | Reduced |
| Cidel Asset Management Inc | 4,513 | $438.5K | 0.02% | +852+23.3% | Added |
| MQS Management LLC | 4,512 | $438.4K | 0.30% | +4,512 | New |
| Tred Avon Family Wealth, LLC | 4,499 | $437.2K | 0.15% | +175+4.0% | Added |
| Wealthspire Advisors, LLC | 4,495 | $436.8K | 0.00% | −1,907−29.8% | Reduced |
| PUREfi Wealth, LLC | 4,494 | $436.7K | 0.29% | −20.0% | Reduced |
| PDS Planning, Inc | 4,480 | $435.3K | 0.03% | +384+9.4% | Added |
| Ritholtz Wealth Management | 4,470 | $434.4K | 0.01% | +823+22.6% | Added |
| Advyzon Investment Management, LLC | 4,466 | $433.9K | 0.04% | +4,466 | New |
| US Asset Management LLC | 4,462 | $433.6K | 0.38% | +12+0.3% | Added |
| Retirement Planning Group | 4,446 | $432.0K | 0.01% | +1,974+79.9% | Added |
| Supplemental Annuity Collective Trust of NJ | 4,419 | $429.4K | 0.12% | +4,419 | New |
| Tobam | 4,408 | $428.0K | 0.11% | 00.0% | Unchanged |
| Brown Advisory Inc | 4,399 | $427.5K | 0.00% | −36−0.8% | Reduced |
| Patten Group, Inc. | 4,399 | $427.5K | 0.07% | +43+1.0% | Added |
| SeaCrest Wealth Management, LLC | 4,389 | $426.5K | 0.05% | +10.0% | Added |
| Volterra Technologies LP | 4,384 | $426.0K | 0.30% | −7,130−61.9% | Reduced |
| Etesian Wealth Advisors, Inc. | 4,372 | $424.8K | 0.14% | 00.0% | Unchanged |
| Chesapeake Asset Management LLC | 4,349 | $422.6K | 0.34% | −372−7.9% | Reduced |
| Norden Group LLC | 4,342 | $421.9K | 0.04% | −3,054−41.3% | Reduced |
| Merrithew & Thorsten Inc | 4,321 | $419.0K | 0.40% | +30+0.7% | Added |
| Busey Wealth Management | 4,308 | $418.6K | 0.01% | −377−8.0% | Reduced |
| Diversify Wealth Management, LLC | 4,516 | $418.4K | 0.01% | +4,516 | New |
| Hilltop Holdings Inc. | 4,295 | $417.3K | 0.04% | −38,161−89.9% | Reduced |
| Wedmont Private Capital | 4,211 | $416.4K | 0.01% | +520+14.1% | Added |
| Leisure Capital Management | 4,244 | $412.4K | 0.14% | 00.0% | Unchanged |
| OpenArc Corporate Advisory, LLC | 4,236 | $411.6K | 0.01% | +758+21.8% | Added |
| Hanson & Doremus Investment Management | 4,209 | $409.0K | 0.05% | +29+0.7% | Added |
| Occidental Asset Management, LLC | 4,206 | $408.7K | 0.05% | +49+1.2% | Added |
| L2 Asset Management, LLC | 4,198 | $407.9K | 0.04% | +575+15.9% | Added |
| Kerr Financial Planning Corp | 4,366 | $407.0K | 0.50% | +15+0.3% | Added |
| W.G. Shaheen & Associates DBA Whitney & Co | 4,137 | $402.0K | 0.03% | 00.0% | Unchanged |
| Cyndeo Wealth Partners, LLC | 4,081 | $396.6K | 0.02% | +47+1.2% | Added |
| Quantbot Technologies LP | 4,081 | $396.6K | 0.02% | +4,081 | New |
| Carter Financial, LLC | 4,076 | $396.1K | 0.34% | 00.0% | Unchanged |
| CX Institutional | 4,046 | $393.0K | 0.01% | +441+12.2% | Added |
| Signature Wealth Management Partners, LLC | 4,020 | $390.6K | 0.20% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 4,000 | $388.7K | 0.12% | +63+1.6% | Added |
| Summit Wealth & Retirement Planning, Inc. | 3,989 | $387.6K | 0.09% | 00.0% | Unchanged |
| Ridge Creek Global, Inc | 3,987 | $387.4K | 0.33% | 00.0% | Unchanged |
| Regatta Capital Group, LLC | 3,986 | $387.3K | 0.06% | 00.0% | Unchanged |
| Bull Oak Capital, LLC | 3,978 | $386.5K | 0.15% | +3,978 | New |
| KTF Investments, LLC | 3,977 | $386.4K | 0.07% | −75−1.9% | Reduced |
| Rothschild Investment LLC | 3,975 | $386.2K | 0.02% | +309+8.4% | Added |
| Legacy Capital Wealth Partners, LLC | 3,936 | $382.4K | 0.08% | −171−4.2% | Reduced |
| Cornerstone Planning Group LLC | 4,045 | $381.7K | 0.05% | +58+1.5% | Added |
| Daymark Wealth Partners, LLC | 3,922 | $381.1K | 0.01% | +400+11.4% | Added |
| WealthSpring Partners, LLC | 3,920 | $380.9K | 0.35% | +10.0% | Added |
| Zions Bancorporation, National Association | 3,902 | $379.2K | 0.02% | −8,779−69.2% | Reduced |
| Define Financial, LLC | 3,886 | $377.6K | 0.20% | +28+0.7% | Added |
| Fulton Bank, N.A. | 3,836 | $372.7K | 0.01% | 00.0% | Unchanged |
| MONECO Advisors, LLC | 3,816 | $370.8K | 0.03% | +1,391+57.4% | Added |
| Headlands Technologies LLC | 3,808 | $370.0K | 0.04% | +3,808 | New |
| LJI Wealth Management, LLC | 3,798 | $369.1K | 0.06% | 00.0% | Unchanged |
| Lakeshore Financial Planning, Inc. | 3,789 | $368.2K | 0.13% | −156−4.0% | Reduced |
| Evolve Private Wealth, LLC | 3,757 | $365.1K | 0.02% | +597+18.9% | Added |
| Fieldview Capital Management, LLC | 3,756 | $365.0K | 0.11% | −596−13.7% | Reduced |
| Vivaldi Capital Management, LLC | 3,744 | $363.8K | 0.05% | +21+0.6% | Added |
| VestGen Advisors, LLC | 3,879 | $362.4K | 0.01% | +3,879 | New |
| Premier Path Wealth Partners, LLC | 3,712 | $360.7K | 0.05% | +726+24.3% | Added |
| Sather Financial Group Inc | 3,711 | $360.6K | 0.02% | 00.0% | Unchanged |
| Wesbanco Bank Inc | 3,674 | $357.0K | 0.01% | 00.0% | Unchanged |
| Alteri Wealth LLC | 3,646 | $354.3K | 0.11% | +14+0.4% | Added |
| JBR Co Financial Management Inc | 4,000 | $353.2K | 0.15% | 00.0% | Unchanged |
| Providence First Trust Co | 3,627 | $352.4K | 0.12% | −370−9.3% | Reduced |
| Money Concepts Capital Corp | 3,623 | $352.0K | 0.02% | +3,623 | New |
| Wealthcare Advisory Partners LLC | 3,622 | $351.9K | 0.01% | +282+8.4% | Added |
| Caxton Associates LLP | 3,612 | $351.0K | 0.01% | +3,612 | New |
| Dorsey & Whitney Trust CO LLC | 3,610 | $350.8K | 0.02% | −90−2.4% | Reduced |
| Freestone Capital Holdings, LLC | 3,605 | $350.3K | 0.01% | +126+3.6% | Added |
| Urban Wealth Management, LLC | 3,600 | $349.8K | 0.36% | 00.0% | Unchanged |
| Manchester Financial Inc | 3,597 | $349.5K | 0.07% | −67−1.8% | Reduced |
| Cambient Family Office, LLC | 3,568 | $348.8K | 0.05% | +598+20.1% | Added |
| Sanibel Captiva Trust Company, Inc. | 3,576 | $347.5K | 0.01% | −2,478−40.9% | Reduced |
| Brown Miller Wealth Management, LLC | 3,564 | $346.3K | 0.10% | 00.0% | Unchanged |
| Simon Quick Advisors, LLC | 3,559 | $345.8K | 0.02% | −314−8.1% | Reduced |
| Soltis Investment Advisors LLC | 3,555 | $345.4K | 0.02% | +463+15.0% | Added |
| Rockland Trust Co | 3,523 | $342.3K | 0.01% | −698−16.5% | Reduced |
| Investor's Fiduciary Advisor Network, LLC | 3,515 | $341.0K | 0.10% | 00.0% | Unchanged |
| Centric Wealth Management | 3,613 | $341.0K | 0.07% | −20−0.6% | Reduced |